The 2026 Strategic Jam will be our most foundational yet.
THE RESEARCH QUESTION
Over the past several months, we’ve conducted focused research around one critical question:
At Strategic Jam, you’ll see:
What drives trust with younger consumers
Why some credit unions are overlooked
How big banks and fintechs are positioning themselves
What it takes to be part of the consideration set
Turning visitors into leads
Relevance today is intentional. And positioning matters more than ever.
Based on our research, we’ll introduce our 2027 marketing framework — designed to ensure:
Your credit union is present when financial need arises
Your messaging aligns with how younger members actually decide
You compete confidently alongside banks and fintechs
This isn’t about more activity. It’s about sharper alignment and clearer strategy.
We’ll also outline what ROI measurement looks like moving forward — including monthly reviews, quarterly strategy sessions, and how we’ll evaluate both marketing performance and internal alignment.
Growth doesn’t happen in isolation. It requires marketing, operations, lending, and technology working together — and we’ll talk candidly about what that means.
We begin Sunday, September 27 at 5:00 PM with a Creative Confidence Workshop to prepare you for Monday’s strategic depth, followed by a welcome reception.
Sunday, September 27, 2026 — 5:00 PM kickoff
Monday, September 28, 2026
Embassy Suites by Hilton Greenville Downtown Riverplace
